Everything You Need to Know About Biden's Capital Gains Tax Plan
By Roger WohlnerHere's what the president is proposing and how advisors can help clients reduce or avoid capital gains taxes.
May 21, 2021
8 Top Enforcement Trends FINRA's Watching NowBad actors still lie, cheat and steal, but their methods have changed — and so have FINRA's enforcement tactics.
May 21, 2021
Carson Group Launches Free Online Diversity Course for AdvisorsHighlights of the new course are videos featuring diversity and inclusion experts including Sonya Dreizler, as well as a DEI toolbox.
May 21, 2021
Why Direct-Sold 529s Are Better Than Advisor-Sold Plans: MorningstarAdvisor-sold 529 plans can include 12b-1 fees. Morningstar isn't a fan.
May 21, 2021
OneAmerica Adds Two Regional Sales VPs: Personnel MovesZipari also has two new executives, and Manulife has a new asset manager.
May 21, 2021
How Retirees Can Avoid Tax Traps in Social Security, Medicare, Capital GainsWell-meaning retirement income moves can often have surprising tax consequences.
May 21, 2021
Group Term Life Plans Held on to Enrollees in 2020: Gen ReNew sales were a different story.
May 21, 2021
Individual Permanent Life Sales Cooled in Q4: WinkSales of indexed life were stronger than sales for some other products.